Archives for August 2013

Hi Everyone, The week's events had the phones ringing. The questions were mostly surrounding current valuations of muni bonds with the Syria issues a close second. Let's talk about the muni market. ~Susan Muni Bond Madness Municipal bonds often provide a steady and efficient flow of income to investors. Over my career, they have played a very important role. It is time to take a good look at them again and put into perspective the current … [Read more...]

Hi Everyone, If a recording were made of the conversations had with clients, you might be surprised at how little is actually said about money and how greatly emotional the talks are. I must not be alone for we have the field of Behavioral Economics growing. Let's take a look. ~Susan It's Your Behavior Five principles of behavioral economics: "People are swayed by moral and value judgements. They often do what … [Read more...]

Hi Everyone, It was an exciting week full of informative meetings and the honor of being named to Phoenix magazine's Five Star Wealth Managers list for 2013. Thanks for your support. Now, let's take a look at a few things going on outside of the United States. ~Susan The Eurozone Japan and China The Eurozone economy remains relatively stagnant, but signs of stabilization are widespread, … [Read more...]

Hi Everyone, "decision making - the thought process of selecting a logical choice from the available options." BusinessDictionary.com Please read on, Susan Decision Making Just in case you know someone that makes investment related decisions by throwing a dart, I'm here to remind you that we don't. Great thought goes into each recommendation after analysis of a vast amount of data. Here are a few of the things we are focused … [Read more...]